Senior Director - Workplace Planning & Advice

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Continue to build your rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you.

The Senior Director of Workplace Planning & Advice leads Empower ’s end-to-end advice delivery and participant engagement strategy across all tiers of Workplace Planning & Advice consultants.

This role is accountable for the strategic, operational, and talent outcomes of a growing organization that spans foundational education, core planning, and advanced participant advice. The Senior Director is responsible for asset retention to Empower , participant satisfaction, advice implementation, and internal talent progression, ensuring consistency and excellence across all touchpoints.
What you will do

- Lead strategy and execution across all levels of Workplace Planning & Advice teams through oversight of multiple Senior Managers

- Drive enterprise metrics including asset retention, managed account adoption, Wealth referrals, and participant engagement

- Own lifecycle development strategy from onboarding through advanced planning and high-net-worth (HNW) transitions

- Set consistent KPIs, advice quality standards, and coaching frameworks across all manager teams

- Act as principal leader for Empower ’s workplace advice model, ensuring regulatory alignment and supervisory oversight

- Develop campaign strategies, performance management approaches, and technology integration plans in partnership with Product, WPA Experience, Marketing, and Wealth teams.
Partner cross-functionally to reduce leakage, improve participant outcomes, and support Empower 's strategic growth goals

- Represent Workplace Planning & Advice in enterprise planning, client discussions, and leadership forums

- Drive cultural cohesion, diversity, and manager pipeline development across the organization

- Ensure consistent audit practices, licensing standards, and regulatory supervision through all leadership levels

What you will bring

- Bachelor’s degree required

- FINRA Series 7, 24, and 66 required

- FINRA fingerprinting required

- 7+ years of experience in retirement services, advice leadership, or participant strategy

- 3+ years of experience leading multi-team, multi-function environments with direct accountability for people, performance, and revenue

- Proven experience in campaign management, advice platform integration, or advisory services development

- Strong analytical, executive communication, and people leadership skills

- Business owner mindset: accountable for financial outcomes, strategic delivery, and cross-functional execution

- Culture carrier: builds strong, inclusive teams and a coaching-driven environment

- Talent developer: builds clear growth paths, succession plans, and development opportunities

- Advice leader: understands planning depth, suitability supervision, and participant engagement nuances

- Innovator and optimizer: challenges the status quo to improve processes, scale impact, and deliver better outcomes

What Will Set You Apart

- MBA or Master’s preferred

- CRPC/CFP desirable

- Demonstrated success developing leadership pipelines,